Connect CONSENSUS and Katana

Both apps 40CONSENSUS 17Katana 23

• Trigger
  Demo Watched

  Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).

• Trigger
  New Lead

  Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.

• Action
  Create Demo Link

  Creates a marketing share link for a demo.

• Action
  Create Lead

  Creates a lead in Consensus from a contact's name, email and company.

• Action
  Create Mail Merge Link

  Creates a mail merge link for a demo using your email platform's merge tags.

• Action
  Delete Recipient

  Deletes a demo recipient and their data by email address.

• Action
  Find Leads

  Returns leads captured by your demos, optionally filtered by email address or date range.

• Action
  Find Recipient

  Finds a demo recipient by email address.

• Action
  Find Sent Demos

  Returns the demos your team has sent to prospects, with their view counts and recipients.

• Action
  Get Current User

  Returns the Consensus user this connection acts as and their organization.

• Action
  Get Demo by Link Hash

  Returns the demo that a Consensus share link points to.

• Action
  Get Mail Merge Link

  Returns one mail merge link.

• Action
  List Mail Merge Links

  Returns your mail merge links.

• Action
  List Mail Merge Platforms

  Returns the email platforms you can build mail merge links for.

• Action
  Search Demos

  Returns the demos whose title matches your search text, with their preview links and owners.

• Action
  Send Demo

  Sends a demo to a prospect contact and returns the personal share link.

• Action
  Update Sent Demo

  Updates the company or opportunity on a demo you sent.

• Trigger
  New Customer

  Triggers when a new customer is created in Katana.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Katana.

• Action
  Add manufacturing order

  Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.

• Action
  Add material

  Creates a material in Katana, with one or more variants, and returns the new material.

• Action
  Add product

  Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.

• Action
  Add purchase order

  Creates a purchase order for a supplier, together with its line items, in Katana.

• Action
  Create Customer

  Creates a customer in Katana.

• Action
  Delete customer

  Deletes a customer from Katana by its ID.

• Action
  Delete sales order

  Deletes a single sales order in Katana by its ID.

• Action
  Find Customer

  Finds Katana customers matching a name, email or phone number.

• Action
  Get manufacturing order

  Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.

• Action
  Get product

  Returns a Katana product by its ID, including its variants and configuration options.

• Action
  Get purchase order

  Returns a purchase order by its ID, including its rows, totals, status and custom field values.

• Action
  Get Sales Order

  Returns one Katana sales order by its ID.

• Action
  List customers

  Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.

• Action
  List inventory

  Returns current inventory levels per variant and location, optionally filtered by location or variant.

• Action
  List manufacturing orders

  Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.

• Action
  List products

  Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.

• Action
  List purchase orders

  Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.

• Action
  List sales orders

  Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.

• Action
  Update Customer

  Updates an existing Katana customer. Only the fields you fill in are changed.

• Action
  Update product

  Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.

• Action
  Update sales order

  Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.